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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
It's a small Roth IRA, with less than 10k. There's not much activity in the year end report. Do I even need to report it?
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
You only need to report contributions and withdrawals from the account. Changes in account value do not get reported on your tax return.
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
You only need to report contributions and withdrawals from the account. Changes in account value do not get reported on your tax return.
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
Thank you so much! I appreciate your time:)
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I received a year end gain/loss report from Charles Schwab for my Roth IRA. Where do I report this on my taxes?
Same thing just happened to me from Schwab. I was glad this answer was already in the data base! Fast to solve!
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